Transfer Agency, Assistant Vice President

State Street • Quincy, MA

22h • Onsite

About The Position

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

Requirements

• BS/BA required.
• Must have 5-7 years of financial services experience.
• 3+ years of management experience.
• Operational background.
• Demonstrated skills in problem assessment and solutioning, as well as ability to work in a collaborative fashion to solve complex issues.
• Excellent communication skills, both written and verbal, necessary for interactions internally and with our clients.
• Exceptional interpersonal skills, with ability to build trust and forge good working relationships with senior leaders.
• Proven ability to achieve results, with persistence and influence, as necessary.
• Promoting teamwork within the department and across the organization.
• Ability to execute on multiple priorities simultaneously; driving execution and delivering results.
• Demonstrated ability to motivate employees, build teams/relationships, and manage/lead successfully in a global/matrix environment.
• Energetic approach with constant focus on how we can better service our clients every day.

Responsibilities

• Validate and review all daily activity while maintaining all required controls
• Research and resolve exceptions and issues.
• Receive and resolve inquiries in a timely and accurate manner and communicates effectively with client when necessary.
• Define and ensure successful completion of ad-hoc requests.
• Escalate unresolved issues to management as required.
• Reconcile and resolve discrepancies with other teams as needed.
• Ensure appropriate records of daily and monthly activities are kept.
• Perform daily or weekly reporting functions for the team’s activities.
• Ensure adherence to Standard Operating Procedures
• Keep up to date on broader internal/external business issues; apply knowledge across team.
• Assist management in the implementation of new policies and procedures, participate in projects.
• Assist with workflow management and technology enhancements.
• Make suggestions to streamline operations.
• Maintain knowledge of current alternative procedures and processes
• Support training of new hires as necessary
• During the course of normal day to day operations, responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.
• Perform duties of Associates and provide back-up management support if required.
• Provide Compliance support to the Institutional TA and contribute to projects in a fast-paced environment.
• Perform tasks related to regulatory and tax requirements, including tax form and certificate production, AML investor authorization services, Rule 22c-2 services, legal review and coordination of internal and external audit request fulfillment.
• Perform other duties as assigned.

Benefits

• competitive and comprehensive benefits packages
• generous medical care
• insurance
• savings plans
• flexible Work Program
• wealth of development programs
• educational support
• flexible work-life support
• paid volunteer days
• matching gift program
• access to employee networks
• retirement savings plan (401K) with company match
• insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
• paid-time off including vacation, sick leave, short term disability, and family care responsibilities
• access to our Employee Assistance Program
• incentive compensation including eligibility for annual performance-based awards
• eligibility for certain tax advantaged savings plans

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees